TEXAS INSTRUMENTS INC (TXN) SEC Filings

TEXAS INSTRUMENTS INC (symbol: TXN) is the issuer of record for a Form 4 filing submitted to the SEC. PATSLEY PAMELA H reported acquisition or exercise transactions in this Form 4 filing.

TEXAS INSTRUMENTS INC (TXN) reported that director Pamela H. Patsley received a grant of 106.53 Stock Units on September 18, 2026 under the Texas Instruments 2018 Director Compensation Plan, each convertible into one share of common stock following her termination of board service. After this award, she holds 65,606.41 Stock Units and 34,487 shares of common stock directly. No Rule 10b5-1 trading plan is reported for these transactions.

Texas Instruments Incorporated (TXN) announced a planned 7% increase in its quarterly cash dividend, raising it from $1.42 per share to $1.52 per share, or $6.08 annualized, contingent upon formal declaration by the board of directors at its regular meeting in October. The higher dividend is expected to be payable on November 10, 2026, to stockholders of record on October 30, 2026. The company states that this increase is consistent with its long-term objective of providing a sustainable and growing dividend and reflects a continued commitment to return all free cash flow to owners over time. This action marks 23 consecutive years of dividend increases for Texas Instruments.

For TEXAS INSTRUMENTS INC (TXN), Sr. Vice President Abraham Tsedeniya exercised a nonqualified stock option for 1,365 shares of common stock at an exercise price of $79.26 per share, fully eliminating that option position. On the same date, he sold 6,408 shares at a weighted average price of $264.60 per share (with individual sales ranging from $264.16 to $264.98) and 592 shares at a weighted average price of $264.96 per share (with individual sales ranging from $264.83 to $265.03), all held directly.

Knecht Julie C. reported acquisition or exercise transactions in this Form 4 filing.

Texas Instruments Inc. reported that Julie C. Knecht, its VP & Chief Accounting Officer, received an award of 7,154 shares of common stock, described in a footnote as restricted stock units granted under the 2024 Long-Term Incentive Plan at a per-share price of $0.00. Following this equity award, she directly holds 16,294 shares of the company’s common stock.

Texas Instruments reported Q2 2026 results with revenue of $5,463 million, up 23% from a year earlier, and net income of $1,980 million. Diluted EPS rose to $2.14, driven mainly by 26% growth in Analog revenue and 16% growth in Embedded Processing, lifting gross margin to 61.4%.

For the first six months of 2026, revenue reached $10,288 million and net income $3,525 million, with diluted EPS of $3.82. Trailing‑12‑month cash flow from operations was $8,667 million and free cash flow $6,534 million, supported by CHIPS Act incentives and capital spending of $3,312 million.

The company ended June 30, 2026 with total cash and short‑term investments of $7.00 billion and total debt of $14,052 million. It agreed to acquire Silicon Labs for approximately $7.5 billion in cash, backed by a new $5 billion delayed‑draw term loan facility, and continued returning capital via dividends and share repurchases.

Texas Instruments Incorporated reported strong Q2 2026 results, with revenue of $5.46 billion, up 23% from the prior-year quarter, and net income of $1.98 billion. Diluted EPS was $2.14, up 52% from $1.41, including a $0.05 benefit that was not in the company’s original guidance.

Operating profit rose to $2.31 billion, a 48% increase. Over the trailing 12 months, cash flow from operations was $8.7 billion and non-GAAP free cash flow was $6.5 billion, equal to 33.6% of $19,453 million in revenue. TI invested $3.9 billion in R&D and SG&A, $3.3 billion in capital expenditures, and returned $5.8 billion to shareholders through dividends and buybacks.

Analog revenue grew 26% to $4,365 million and Embedded Processing revenue grew 16% to $788 million, while the Other segment declined slightly. Management’s outlook for Q3 2026 is revenue between $5.65 billion and $6.15 billion and EPS between $2.23 and $2.57.

Texas Instruments director Curtis C. Farmer received an award of 85.18 stock units on June 19, 2026 as director compensation. Each stock unit converts into one share of common stock and will be settled after he leaves the board. Following this award, he directly holds 2,911 shares of common stock and 2,143.97 stock units credited under the company’s 2018 Director Compensation Plan, including units from dividend reinvestment.

Texas Instruments director Pamela H. Patsley reported updated equity holdings. She received a grant of 85.18 stock units of Texas Instruments on June 19, 2026 at a reference price of $322.86 per unit under the Texas Instruments 2018 Director Compensation Plan. These stock units convert into common stock on a one-for-one basis and will be settled in common shares after her service as a director ends. Following this grant, she holds 34,487 shares of common stock directly and 65,169.89 stock units credited to her director compensation accounts, including units added through the plans’ dividend reinvestment features.

Texas Instruments Incorporated announced that its board has appointed Julie Knecht as senior vice president and Chief Financial Officer (and Chief Accounting Officer), effective August 1, 2026. She will succeed Rafael Lizardi, who is retiring after 25 years with the company.

The company states that Mr. Lizardi’s retirement is not related to financial or operating results, or to any disagreements about financial reporting or internal controls. In her new role, Ms. Knecht will receive an annual base salary of $700,000 and $2 million in restricted stock units as equity compensation.